Bedel Financial Consulting’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bedel Financial Consulting’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-1,016	Closed	-$19K	–	1020
2021 Q2	$19K	Hold	1,016	–	–	0.01%	567
2021 Q1	$16K	Sell	1,016 -392	-28%	-$6.38K	0.01%	563
2020 Q4	$23K	Hold	1,408	–	–	0.01%	434
2020 Q3	$20K	Buy	1,408 +8	+0.6%	+$112	0.01%	427
2020 Q2	$18K	Hold	1,400	–	–	0.01%	417
2020 Q1	$14K	Hold	1,400	–	–	0.01%	431
2019 Q4	$16K	Buy	1,400 +8	+0.6%	+$88	0.01%	431
2019 Q3	$15K	Hold	1,392	–	–	0.01%	425
2019 Q2	$14K	Hold	1,392	–	–	0.01%	440
2019 Q1	$14K	Buy	+1,392	New	+$13.2K	0.01%	438

Other funds holding SCHG

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

FPCG

Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bedel Financial Consulting's SCHG Position: Q3 2021 in Review

Bedel Financial Consulting sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2021, closing a stake of 1,016 shares — an estimated $19K sold.

Bedel Financial Consulting first reported a position in SCHG in Q1 2019 and held it in 10 quarters. The position peaked at $23K in Q4 2020. 732 funds tracked by Wall St. Rank hold SCHG as of Q3 2021.

Bedel Financial Consulting reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
Bedel Financial Consulting sold 1,016 Schwab US Large-Cap Growth ETF shares in Q3 2021, an estimated $19K.
Bedel Financial Consulting first reported a position in Schwab US Large-Cap Growth ETF in Q1 2019 and held it in 10 quarters.
Bedel Financial Consulting's Schwab US Large-Cap Growth ETF position peaked at $23K in Q4 2020.
732 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2021.

Based on Bedel Financial Consulting's 13F filing for Q3 2021, filed 12 Oct 2021.